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Wells Fargo
WFC

Overview Fund Activity

2,237 hedge funds and large institutions have $153B invested in Wells Fargo in 2024 Q2 according to their latest regulatory filings, with 196 funds opening new positions, 785 increasing their positions, 905 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,237
Holders Change
+57
Holders Change %
+2.61%
% of All Funds
32.53%
Holding in Top 10
77
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.48%
% of All Funds
1.12%
New
196
Increased
785
Reduced
905
Closed
104
Calls
$3.2B
Puts
$3.6B
Net Calls
-$397M
Net Calls Change
-$47.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$693M
2
Millennium Management
Millennium Management
New York
+$651M
3
Amundi
Amundi
France
+$372M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$282M
5
UBS AM
UBS AM
Illinois
+$224M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
-$1.48B
2
Dodge & Cox
Dodge & Cox
California
-$1.36B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$796M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$527M
5
Capital World Investors
Capital World Investors
California
-$521M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
1776
Alternative Investment Advisors
Florida
$276K -$23.7K -399 -8%
GKIM
1777
GW&K Investment Management
Massachusetts
$276K -$103K -1,738 -27%
OWA
1778
Octavia Wealth Advisors
Ohio
$276K +$4.22K +71 +2%
CPWA
1779
Cerro Pacific Wealth Advisors
California
$276K +$276K +4,642 New
CTI
1780
Community Trust & Investment
Kentucky
$274K – – –
SI
1781
Saxon Interests
Texas
$273K -$19.8K -333 -7%
FWTB
1782
First Western Trust Bank
Colorado
$273K +$14.1K +237 +5%
HIIFS
1783
Harel Insurance Investments & Financial Services
Israel
$272K +$262K +4,562 +2,577%
EP
1784
Edgestream Partners
New Jersey
$272K +$272K +4,578 New
PSC
1785
Prentiss Smith & Co
Vermont
$271K – – –
WAAG
1786
Wealth Alliance Advisory Group
Kansas
$271K – – –
AO
1787
Advisor OS
Illinois
$270K +$8.2K +138 +3%
AAS
1788
Annex Advisory Services
Wisconsin
$270K -$35.4K -596 -12%
EL
1789
EWA LLC
Pennsylvania
$268K +$51.4K +862 +24%
SWRP
1790
Summit Wealth & Retirement Planning
California
$267K +$267K +4,489 New
HP
1791
Holistic Planning
Texas
$263K – – –
APG
1792
Abacus Planning Group
South Carolina
$263K +$22.7K +383 +9%
ACA
1793
Affinity Capital Advisors
California
$263K +$59 +1 +0%
LFA
1794
Laraway Financial Advisors
Minnesota
$263K +$59 +1 +0%
JSSH
1795
J. Safra Sarasin Holding
$262K +$262K +4,419 New
TWA
1796
TCI Wealth Advisors
Arizona
$261K +$9.5K +160 +4%
FP
1797
Factorial Partners
New York
$261K -$2.49M -42,000 -91%
PC
1798
Prairiewood Capital
North Dakota
$261K +$261K +4,400 New
CS
1799
Capital Square
Tennessee
$260K -$118K -2,000 -31%
ADL
1800
Asset Dedication LLC
California
$260K +$19.2K +324 +8%
70 71
72
73 74